LexisNexis PCLaw Installation & Upgrade Guide

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2 Copyright 2017 LexisNexis. All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without permission. While the information contained herein is believed to be accurate, this work is provided "as is," without warranty of any kind. The information contained in this work does not constitute, and is not intended as, legal advice. LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. PCLaw is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Other products or services may be trademarks or registered trademarks of their respective companies. PCLaw Version 16 Release Date: April 27, LexisNexis All rights reserved. 2

3 Before installing the software Before installing any PCLaw software: Read this Installation and Upgrade Guide thoroughly. Review and/ or print the checklist provided to assist you in successfully completing the installation. Check each item off the checklist as it is completed through completion of the installation procedure LexisNexis All rights reserved. 3

4 Define the Host Environment If installing the PCLaw software for the first time, it is necessary to create a healthy environment to host the LexisNexis PCLaw software. At this stage, decisions include determining the server, the operating system, how powerful the server must be, the appropriate amount of disk space, and whether the network is capable of handling the anticipated traffic. Operating System PCLaw supports the Microsoft operating system. For supported versions, see PCLaw Operating System Requirements. It is critical that the operating system used to host LexisNexis PCLaw is a supported or compatible operating system LexisNexis All rights reserved. 4

5 Checklist Compliance and Assistance It is pertinent that each item in the checklist be reviewed and completed prior to attempting to install any PCLaw software. Additional information regarding PCLaw and the installation are listed below. Annual Maintenance Plan: For assistance on obtaining an Annual Maintenance Plan (AMP), please contact the LexisNexis Practice Management Sales department at Requirements: To ensure your firm's system meets or exceeds the minimum set of requirements, see PCLaw Operating System Requirements. PCLaw setup file: To download and run the PCLaw setup file, refer to the Download and Run the Installer topic for assistance. Subsequent PCs: After the PCLaw installation is complete, you will be asked if installation for additional workstations/ PCs is required. If so, follow the steps provided in the procedure for adding subsequent PCs. PCLaw initial setup: To complete the initial PCLaw setup, complete the steps provided in the Initializing PCLaw Data topic for instructions. PCLaw Mobility: If your firm will use PCLaw Mobility, follow the steps provided in the Installing and Enabling PCLaw Mobility section of this manual. If additional assistance is required, please contact PCLaw Customer Support at LexisNexis All rights reserved. 5

6 PCLaw Pre-installation Checklist This checklist is intended for use by PCLaw administrators who have reviewed the PCLaw installation documentation and are preparing to install the software for the first time on a new server. PCLaw Pre-Installation Checklist Your firm has an active Annual Maintenance Plan (AMP) with a Product Key. If installing PCLaw for the first time on a new server, the following components of the firm's new PCLaw Host environment server have been determined: 1. Operating System 2. Database 3. Data storage location The system meets the minimum/recommended set of requirements. All users are logged out of PCLaw. A complete backup of the PCLaw database and documents has been done The computer has a network drive mapped to the PCLaw shared components folder. "Installing PCLaw on a new Server system" on page 13. The PCLaw setup file has been downloaded from pclaw.com/techpage OR the entitlement has been received. Will PCLaw Mobility be installed for the firm? 1. If Yes, complete the Install PCLaw Link as a Service procedure. 2. Enable PCLaw Mobility feature for the entire firm. 3. Enable PCLaw Mobility for each Mobility user within the firm. 4. Download and install the PCLaw Mobility Access Manager. Completed by: Date/ Time: 2017 LexisNexis All rights reserved. 6

7 Running the PCLaw SQL PreCheck Tool Before upgrading to PCLaw 16 you'll need to run the PCLaw SQL PreCheck Tool. The PCLaw SQL PreCheck Tool verifies that the existing data is clean prior to upgrading each of your PCLaw databases. The following table defines which data verification tool to use when upgrading PCLaw: Current Version Upgrading to SQL PreCheck Tool VDI Tool 13.x 14.x or 15.x X 13.x 16.x X 14.x 15.x X 14.x 16.x X 15.x 16.x X Before you begin the installation: Obtain the PCLaw SQL PreCheck Tool executable file from the entitlement Make sure that all users are logged out of the PCLaw database. Close all programs. To run the PCLaw SQL PreCheck Tool: 1. Locate and run the PCLaw SQL PreCheck Tool that you downloaded. 2. In the PCLaw SQL PreCheck tool, select the Run the PCLaw SQL PreCheck Tool check box, and then click OK. 3. Enter the PCLaw User Name and Password, and then click OK LexisNexis All rights reserved. 7

8 The PCLaw SQL PreCheck Tool displays the progress as the tool runs in the background. This process can take several hours. NOTE The Cancel button on progress bar stops the PCLaw SQL PreCheck Tool. There is no harm to the files to do this; however, some of log files will not be created. 4. When the utility is finished, a dialog box is displayed indicating one of the following: The tool completed successfully and you can upgrade PCLaw. The tool found issues with the data and you need to contact PCLaw Support and the log files before upgradings the software. NOTE When running the tool, some CTree errors cannot be captured by the PCLaw SQL PreCheck Tool. The CTree engine may display an error message and close the tool. If this happens, contact PCLaw Support LexisNexis All rights reserved. 8

9 Backup For instructions on creating backups in PCLaw, refer to the following article on the LexisNexis Practice Management Support Center: Backing Up PCLaw Data 2017 LexisNexis All rights reserved. 9

10 Download and run the installer on the host machine Installation and update tasks are accomplished using the LexisNexis PCLaw Installer. It scans the workstation and is used to either install a new installation of LexisNexis PCLaw or update an existing installation. Access to the Installer is via your firm's Product Keys/ Entitlement and is used to download the latest version of the PCLaw application software for new releases, service packs, and/ or hot fixes. The installer can also be downloaded from Warning Although the Installer can be run more than once, if it is stopped before completion, it must be restarted from the beginning. Before you begin: Ensure you have the firm's Product Keys/ Entitlement LexisNexis All rights reserved. 10

11 Download and run the installer 1. Click the 'download your software' link in your Product Key/ Entitlement . The Download your software link displays. 2. Click the link associated with the Download your software from the link below topic. The LexisNexis Delivery window opens. 3. Click the Download button. An Important Notice page appears. Please read the note and click Continue. 4. The Download PCLaw page is displayed. Read the instructions on the page and click Copy Key and Continue Download to download and run the Installer. 5. When the Installer is finished downloading, it will run automatically. Proceed to the New PCLaw Installation procedure for new installs, or see Update LexisNexis PCLaw for PCLaw application updates to continue LexisNexis All rights reserved. 11

13 Installing PCLaw on a new Server system After you have completed the PCLaw Pre-installation Checklist and obtained the PCLaw installer from the it is time to install the program. If you are installing to a Server without any data, follow the instructions below. If you are installing PCLaw on a system that already has PCLaw data, please skip to Install PCLaw and attach it to an Existing Database. Before you begin the installation: Ensure that you have reviewed and completed the PCLaw Pre-installation Checklist Close all programs 2017 LexisNexis All rights reserved. 13

14 Install the PCLaw application 1. Run the PCLaw installer from your entitlement , or download it from and run it. 2. If the Microsoft.Net Framework is not installed on the Server, the PCLaw Installer will prompt you to install it. Click Install. When the User Account Control appears, click Yes. Microsoft.NET Framework 4.5 will install itself automatically. 3. Once the Microsoft.NET framework is installed, the PCLaw installer may show several screens before prompting you to choose an Installation method LexisNexis All rights reserved. 14

Make sure that Install SQL Server Express components with SQL Server Management Studio and PCLaw is selected and Check the box confirming that you have read the End User License Agreement. 4.

15 Make sure that Install SQL Server Express components with SQL Server Management Studio and PCLaw is selected and Check the box confirming that you have read the End User License Agreement. 4. Click Next. NOTE If SQL has already been installed on the installation server, you may select Install, Update or Reinstall PCLaw instead. 5. On the Installation Checklist window, verify that each condition on the checklist is satisfied, and check each box. 6. Click Next. An Important Note appears, explaining that multiple User Account Control requests are likely to appear during installation LexisNexis All rights reserved. 15

16 7. Please read this note and click Next. 8. On the SQL Server Password window, enter a valid password for your new SQL server's sa account. 9. Click Next. A UAC prompt will appear. 10. Click Yes. Another Prompt will appear LexisNexis All rights reserved. 16

17 11. Click Yes again. A notification will appear, to warn you of User Account Controls that are not immediately visible. 12. Click OK to confirm and continue. PCLaw will begin downloading the SQL setup executable. Stay alert for a flashing user account control notification in the task bar. 13. Once it appears, click Yes. PCLaw will extract the SQL files LexisNexis All rights reserved. 17

18 A UAC prompt will appear. 14. Click Yes to this prompt. 15. Click Yes to the next UAC prompt as well. At this point, the PCLaw installer will begin the process of downloading and installing a SQL Server to act as your PCLaw database. This process is automatic, but can take some time. 16. Once the SQL installation has completed, the End User License Agreement window will appear. Review 2017 LexisNexis All rights reserved. 18

19 the License Agreement information. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. 17. Click Next. Clicking the Next button implies that you have read and agree with the End User License Agreement. The Installation Agreement window opens. 18. Check the check box to agree to the Installation Agreement. 19. Click Next. The Data Set Create/ Attach window opens LexisNexis All rights reserved. 19

20. Select the Create a new data set option. 21. Click Next. The Enter Product Key window opens. 22. Enter the Product Key obtained from the firm's entitlement email. 23. Click Next. NOTE The Next button becomes available only after the Product Key is correctly entered.

20 20. Select the Create a new data set option. 21. Click Next. The Enter Product Key window opens. 22. Enter the Product Key obtained from the firm's entitlement Click Next. NOTE The Next button becomes available only after the Product Key is correctly entered. If you copied your product key from the download page, the paste button can be used to insert the key without having to manually type it in. The Select Destination window opens LexisNexis All rights reserved. 20

21 24. Accept the defaults for the installation location, or use the Change... button to change the location. 25. Click Next. NOTE Install your PCLaw books to a shared network location where all PCLaw users will have both Read and Write permissions. The Ready to Install window opens. 26. Click the Install button to begin the installation process LexisNexis All rights reserved. 21

27. A UAC prompt will appear. Click Yes to continue with the installation. 28.

23 NOTE As PCLaw uses a SQL database, it is possible to host the PCLaw application on a different server than its database. When this is the case, PCLaw cannot make automatic database backups. Please make sure to create regular backups of your PCLaw SQL Database via Microsoft SQL Studio Manager if it is hosted on a different environment than the PCLaw application. 29. To open PCLaw and initialize your data, select Initialize my data now and click Finish. This completes the installation and opens PCLaw with the Data Initialization window open. To complete the installation and not initialize data, select I will initialize my data later and click Finish to finish the installation and close the installer. Refer to Initialize PCLaw Data for the detailed procedure used to complete the data initialization process LexisNexis All rights reserved. 23

24 Upgrade an earlier version of PCLaw with a Ctree database to PCLaw 16.0 After you have completed the PCLaw Pre-installation Checklist and obtained the PCLaw setup file, you are nearly ready to upgrade the Ctree version of PCLaw to PCLaw 16 (SQL). Before you begin the upgrade: Ensure that you have reviewed and/ or completed the PCLaw Pre-installation Checklist Ensure all users are logged out of PCLaw Make a complete backup of PCLaw and store it on another machine or separate media. Close all programs Obtain the PCLaw setup file from or run it from the entitlement LexisNexis All rights reserved. 24

25 Upgrade the PCLaw application 1. On the host machine, run the PCLaw Installer. If Microsoft.Net Framework is not installed on the Server, the PCLaw Installer will Prompt you to install it. 2. Click Install. 3. When the User Account Control appears, click Yes. 4. Microsoft.NET Framework 4.5 will install itself automatically. 5. Once the Microsoft.NET framework is installed, the PCLaw installer may show several preparation screen before prompting you to choose an Installation method LexisNexis All rights reserved. 25

26 Make sure Install SQL Server Express components with SQL Server Management Studio and PCLaw is selected and Check the box confirming that you have read the End User License Agreement. 6. Click Next. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. On the Installation Checklist window, verify that each condition on the checklist is satisfied, and check each box. 7. Click Next. An Important Note appears, explaining that multiple User Account Control requests are likely to appear during installation LexisNexis All rights reserved. 26

27 Please read this note and click Next. 8. On the SQL Server Password window, enter a valid password for your new SQL server's sa account. 9. Click Next. A UAC prompt will appear. 10. Click Yes. Another Prompt will appear LexisNexis All rights reserved. 27

28 11. Click Yes again. A notification will appear, to warn you of User Account Controls that are not immediately visible. 12. Click OK to confirm and continue. PCLaw will begin downloading the SQL setup executable. Stay alert for a flashing user account control notification in the task bar. 13. Once it appears, click Yes. PCLaw will extract the SQL files LexisNexis All rights reserved. 28

as your PCLaw database. This process is automatic, but can take some time. 16.

29 A UAC prompt will appear. 14. Click Yes to this prompt. 15. Click Yes to the next UAC prompt as well. At this point, the PCLaw installer will begin the process of downloading and installing SQL Server to act as your PCLaw database. This process is automatic, but can take some time. 16. Once the SQL installation has completed, the End User License Agreement window will appear. Review 2017 LexisNexis All rights reserved. 29

30 the License Agreement information. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. 17. Click Next. Clicking the Next button implies that you have read and agree with the End User License Agreement. The Installation Agreement window opens. 18. Check the check box to agree to the Installation Agreement. The Next button becomes available. 19. Click Next. The Enter Product Key window opens LexisNexis All rights reserved. 30

20. Enter the Product Key obtained from the firm's entitlement email. 21. Click Next. NOTE The Next button becomes available only after the Product Key is correctly entered.

31 20. Enter the Product Key obtained from the firm's entitlement Click Next. NOTE The Next button becomes available only after the Product Key is correctly entered. If you copied your product key from the Landing page, the paste button can be used to insert the key without having to manually type it in. PClaw will uninstall the existing installation and install PCLaw A UAC prompt will appear LexisNexis All rights reserved. 31

33 Convert your PCLaw data Even though PCLaw has been upgraded, it is not ready to be used just yet. The PCLaw Books must also be updated. To update the books: 1. Open PCLaw. The application will ask you to log into a set of books. 2. Enter the password for your selected books and click OK to begin converting the book. PC law will attempt to verify your licensing information. 3. Click Yes to verify your license. 4. Once the license is Verified, PCLaw will prompt you to back up your accounting data LexisNexis All rights reserved. 33

34 5. Click Yes and select a location to backup your data. An Alert will appear. 6. Click OK. 7. PClaw will prompt you to convert your data. 8. Click Yes. PCLaw will begin converting data LexisNexis All rights reserved. 34

Enter the sa account password created in step 6. Click OK.

35 9. Once PCLaw begins converting Ctree data, a Microsoft SQL Server Configuration window will appear. 10. Enter the sa account password created in step 6. Click OK. PCLaw will finalize the conversion LexisNexis All rights reserved. 35

36 11. Click OK to exit the conversion and begin using the converted books in PCLaw 12. Repeat the conversion process for each set of books in PCLaw. Once you have converted all your books, The PCLaw upgrade will be complete. NOTE It is possible to host the PCLaw application on a different server than the PCLaw database. When this is the case, PCLaw cannot make automatic database backups. Please ensure to make regular backups of your PCLaw SQL Database via Microsoft SQL Studio Manager if it is hosted on a different environment than the PCLaw application LexisNexis All rights reserved. 36

37 Upgrade an earlier version of PCLaw SQL to 16.0 After you have completed the PCLaw Pre-installation Checklist and obtained the PCLaw setup file from the techpage, you are nearly ready to upgrade the prior SQL version of PCLaw to version 16. Before you begin the upgrade: Ensure that you have reviewed and/ or completed the PCLaw Pre-installation Checklist Ensure all users are logged out of PCLaw Make a complete backup of PCLaw and store it on another machine or separate media. Close all programs Obtain the PCLaw setup file from or run it from the entitlement LexisNexis All rights reserved. 37

38 Upgrade the PCLaw application 1. On the host machine, run the PCLaw installer. 2. If Microsoft.Net Framework is not installed on the Server, the PCLaw Installer will Prompt you to install it. Click Install. Microsoft.NET Framework 4.5 will install itself automatically. Once it has finished installing, the PCLaw upgrade will resume. 3. PCLaw may prompt you to restart your computer to continue the installation. 4. Click Yes to reboot your computer. The PCLaw installer will automatically resume once Windows restarts. 5. Upon resuming, the PCLaw installer will prompt you to choose an Installation method LexisNexis All rights reserved. 38

Select Install, Update or Reinstall PCLaw. 6. Click Next. 7. On the Installation Checklist window, verify that each condition on the checklist is satisfied, and check each box. 8.

39 Select Install, Update or Reinstall PCLaw. 6. Click Next. 7. On the Installation Checklist window, verify that each condition on the checklist is satisfied, and check each box. 8. Click Next to make the End User License Agreement window will appear. Review the License Agreement information. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available LexisNexis All rights reserved. 39

40 9. Click Next. Clicking the Next button implies that you have read and agree with the End User License Agreement. The Installation Agreement window opens. 10. Check the check box to agree to the Installation Agreement. The Next button becomes available. 11. Click Next. The Enter Product Key window opens LexisNexis All rights reserved. 40

12. Enter the Product Key obtained from the firm's entitlement email. NOTE The Next button becomes available only after the Product Key is correctly entered.

41 12. Enter the Product Key obtained from the firm's entitlement . NOTE The Next button becomes available only after the Product Key is correctly entered. If you copied your product key from the Landing page, the paste button can be used to insert the key without having to manually type it in. 13. The Ready to Install Window will appear 14. Click Install. PClaw will uninstall the existing installation and install PCLaw Once PCLaw finishes installing, click Finish to complete the installation LexisNexis All rights reserved. 41

16. A prompt will appear asking you to restart windows. 17.

43 Convert your PCLaw books Once the computer has rebooted, PCLaw will have finished upgrading. Before it can be used, each set of books must be updated. To update the books: 1. Open PCLaw. The application will ask you to log into a set of books. 2. Enter the password for your selected books and click OK to begin converting the book. PC law will attempt to verify your licensing information. 3. Click Yes to verify your license. 4. Once the license is Verified, PCLaw will prompt you to back up your accounting data LexisNexis All rights reserved. 43

44 5. Click Yes and select a location to backup your data. An Alert will appear. 6. Click OK. Another alert will appear. 7. Click OK again. 8. PClaw will prompt you to convert your data LexisNexis All rights reserved. 44

45 9. Click Yes. PCLaw will begin converting data. 10. Once the conversion has finished, PCLaw will generate an Alert. 11. Click OK to exit the conversion and begin using the converted books in PCLaw 12. Repeat the conversion process for each set of books in PCLaw. Once you have converted all your books, The PCLaw upgrade will be complete LexisNexis All rights reserved. 45

46 Performing a Maintenance Installation The PCLaw installer still has several uses, even after being used to install or upgrade to PCLaw 16. These uses are referred to as Maintenance Installations, and include the ability to add new books to PCLaw, to attach an existing database to your PCLaw installation, and to repair your PCLaw installation LexisNexis All rights reserved. 46

47 Adding new Books to PCLaw The PCLaw installer can be used to add additional set of books to PClaw, if you have additional product keys to activate each new set. This process can only be performed on a machine that already has PCLaw installed. 1. Run the PCLaw Installer. For this process, please run the installer from: Start >Program Files > LexisNexis > PCLaw > Setup or from the installer located in the PCLaw Data > Common > Install folder. 2. Once the installer starts, the End User License Agreement window will open. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. 3. Click Next. Clicking the Next button implies that you have read and agree with the End User License Agreement. 4. The Installation Agreement window will appear LexisNexis All rights reserved. 47

48 5. Check the check box to agree to the Installation Agreement and click Next. 6. On the Books or Components window, select the Create a NEW Set of Books option. 7. Click Next. 8. The Enter Product Key window opens LexisNexis All rights reserved. 48

49 9. Enter the Product Key obtained from the firm's entitlement Click Next. NOTE The Next button becomes available only after the Product Key is correctly entered. If you copied your product key into the windows clipboard, the paste button can be used to insert the key without having to manually type it in. 11. On the Directory for Set of Books window, use the Browse button to select a location to create the new set of books. 12. Click Next. The Ready to Install window opens, with an overview of the Book set to be created LexisNexis All rights reserved. 49

This completes the installation and opens PCLaw with the Data Initialization window open.

50 13. Click Install. The Installer will create the new Book. 14. Once the installation is complete, the Initialize Data window opens. 15. To open PCLaw and initialize your data, select Initialize my data now and click Finish. This completes the installation and opens PCLaw with the Data Initialization window open. To complete the installation and not initialize data, select I will initialize my data later and click Finish to finish the installation and close the installer. Refer to Initialize PCLaw Data for the detailed procedure used to complete the data initialization process LexisNexis All rights reserved. 50

51 Installing PCLaw and attaching it to an existing database If you would like to access a PCLaw database from a machine that does not have PCLaw installed, you can simply run the installation file on that machine and attach to the database. Before you begin the installation: Ensure that you have reviewed and completed the PCLaw Pre-installation Checklist Close all programs Obtain the PCLaw setup file from the PCLaw folder stored on your network. The PCLaw setup is typically stored in the PCLaw Data > Common > Install folder, if PCLaw is already installed on your network. Alternatively, you can download it from LexisNexis All rights reserved. 51

Install the PCLaw application 1. Run the PCLaw installer either from the Install folder on your network, or the download file from www.pclaw.com/techpage. 2.

52 Install the PCLaw application 1. Run the PCLaw installer either from the Install folder on your network, or the download file from 2. Once the installer starts, the End User License Agreement window will open. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. 3. Click Next. Clicking the Next button implies that you have read and agree with the End User License Agreement. 4. The Installation Agreement window will appear. 5. Check the check box to agree to the Installation Agreement and click Next. 6. On the Books or Components window, select the Connect to an Existing Set of Books option LexisNexis All rights reserved. 52

53 7. Click Next. 8. On the Directory for Set of Books window, use the Browse button to find the location of the books that need to be associated with PCLaw. 9. Click Next. The Ready to Install window opens, with an overview of thce Book set to be added LexisNexis All rights reserved. 53

54 10. Click Install. The Installer will associate the existing book with your PCLaw installation. 11. Once the installation is complete, the Installation Succesful window opens LexisNexis All rights reserved. 54

55 12. Click Finish to complete the installation. The selected set of Books can now be accessed through your copy of PCLaw. NOTE If the set of books attached was created using the same version of PCLaw, it will open normally LexisNexis All rights reserved. 55

56 Repairing PCLaw If your copy of PCLaw has stopped functioning, or you need to restore important application files that have been deleted, you can run the installer to restore PCLaw to working order. 1. Run the PCLaw Installer. For this process, please run the installer from: Start >Program Files > LexisNexis > PCLaw > Setup 2. Once the installer starts, the End User License Agreement window will open. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. 3. Click Next. Clicking the Next button implies that you have read and agree with the End User License Agreement. 4. The Installation Agreement window will appear LexisNexis All rights reserved. 56

Check the check box to agree to the Installation Agreement. 5. Click Next. 6. On the Books or Components window, select the Re-install PCLaw programs on this computer option. 7.

57 Check the check box to agree to the Installation Agreement. 5. Click Next. 6. On the Books or Components window, select the Re-install PCLaw programs on this computer option. 7. Click Next. The Ready to Repair the Program window opens. 8. Click Install. The Installer will repair and verify your PCLaw installation LexisNexis All rights reserved. 57

9. Once the installation is complete, the Installation Succesful window opens. 10.

Install the PCLaw software on additional workstations that do not have PCLaw Before you begin: Ensure that you have installed the application on a network server that can be accessed by others Ensure

59 Install the PCLaw software on additional workstations that do not have PCLaw Before you begin: Ensure that you have installed the application on a network server that can be accessed by others Ensure that each workstation has access to the shared folder/ network server Close all programs 1. Browse to the PCLaw initial common folder. This is typically located on the server where the data is stored. The default is: C:\PCLaw Data\COMMON\INSTALL. 2. Select the Netsetup.bat file. Alternately, you may run the PCLaw installer, but only if you are already running the latest version of PCLaw. InstallShield will prepare the installation. 3. Once it is finished preparing, the Installation options window appears. Select Install, Update or Reinstall PCLaw and click Next. 4. On the Installation Checklist window, check each box to verify each completed step LexisNexis All rights reserved. 59

60 Click Next. 5. The next page contains the End User License Agreement. 6. Review the License Agreement. Click Next to continue. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. Clicking the Next button implies that you have read and agree with the End User License Agreement. The Installation Agreement window opens LexisNexis All rights reserved. 60

61 7. Check the check box if you agree. 8. Click Next to continue. The Data Set Create/ Attach window opens. 9. Select Attach to an existing data set and click Next. The Select Destination window appears LexisNexis All rights reserved. 61

62 10. Use the second Change button to select the correct folder for existing PCLaw data and network components. 11. Click Next to continue. The Ready to Install window opens. 12. Click Install to begin the installation LexisNexis All rights reserved. 62

63 Once the installation is finished, the Successful Installation window opens. 13. Click Finish to complete the installation. As applicable, refer to Initialize PCLaw Data for the detailed procedure used to complete the data initialization process LexisNexis All rights reserved. 63

64 Upgrade the PCLaw software on additional workstations that have an earlier version of PCLaw installed PCLaw workstations can be upgraded in two ways, by running PCLaw and allowing it to update automatically, or running the PCLaw installer and performing a manual update. Before you begin: Ensure that the host machine has been updated to the latest version of PCLaw Ensure that each workstation has access to the shared folder/ network server Close all programs 2017 LexisNexis All rights reserved. 64

Automatic upgrade 1. Log into PCLaw. 2. PCLaw will detect that it is not current and prompt you to upgrade. 3. Click Yes. 4. The End User License Agreement window opens. 5.

65 Automatic upgrade 1. Log into PCLaw. 2. PCLaw will detect that it is not current and prompt you to upgrade. 3. Click Yes. 4. The End User License Agreement window opens. 5. Review the License Agreement. Click Next to continue. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. Clicking the Next button implies that you have read and agree with the End User License Agreement. The Installation Agreement window opens LexisNexis All rights reserved. 65

67 8. PCLaw will upgrade your workstation When the installation is done, the Installation Successful window opens. 9. Click Finish to complete the installation. 10. PCLaw needs to restart Windows. Click Yes to do so. If using the Installer to perform the workstation upgrade, the process is slightly different LexisNexis All rights reserved. 67

68 Manual Upgrade 1. Browse to the PCLaw data > Common > Install folder and run the PCLaw Installer. 2. The End User License Agreement window opens. 3. Review the License Agreement. Click Next to continue. NOTE You must read to the bottom of the End User License Agreement, and ensure that the scroll bar is at the bottom as well, in order for the 'Next' button to become available. Clicking the Next button implies that you have read and agree with the End User License Agreement. The Installation Agreement window opens. 4. Check the box to indicate your agreement, and click Next 5. The Ready to Install window opens LexisNexis All rights reserved. 68

window when you open PCLaw. 1. Select uninitialized set of books from the login window and click OK.

71 Initialize PCLaw data NOTE If you did not initialize the data after completing the PCLaw installation, or if you created a new set of books via a maintenance installation, you will see an 'uninitialized set of books' in the login window when you open PCLaw. 1. Select uninitialized set of books from the login window and click OK. The Welcome to PCLaw window opens. 2. Click Close to continue. The Data Initialization window opens LexisNexis All rights reserved. 71

The PCLaw Preparation Wizard Welcome window opens. 4. Click Next.

72 3. Select Prepare a new set of books on the Data Initialization screen and click OK to start the data initialization process. The PCLaw Preparation Wizard Welcome window opens. 4. Click Next. The Microsoft SQL Server Preparation window appears LexisNexis All rights reserved. 72

73 5. Select the SQL database to use and enter the Administrator name and password. 6. Click Next. The Firm Name window opens. 7. Enter the name of your firm in the Firm Name field. Click Next to continue. The Firm Address and Phone Numbers window opens LexisNexis All rights reserved. 73

9. Enter the start-up date for the firm. Click Next to continue.

74 8. Enter the firm's address and phone number, including its state or province. Click Next to continue. The Start-up Date window opens. 9. Enter the start-up date for the firm. Click Next to continue. The Business Type window opens LexisNexis All rights reserved. 74

during initialization. Click Next to continue. The Bank Accounts window opens. 11.

75 10. Select the firm's business type and enter the business number as applicable. TIP The business type cannot be changed without the assistance of PCLaw support, so make sure it is set correctly during initialization. Click Next to continue. The Bank Accounts window opens. 11. Accept the default number of bank accounts, or enter the number of accounts to be used by the firm. Click Next to continue. The Accounting Methods window opens LexisNexis All rights reserved. 75

Select the tax category for the firm and complete all boxes as

76 12. Identify the accounting method to be used by the firm. Click Next to continue. The Taxes window opens. 13. Select the tax category for the firm and complete all boxes as applicable. Click Next to continue. The Timekeeper Information window opens LexisNexis All rights reserved. 76

Enter the password for each timekeeper identified in the previous step, and for the

77 14. Enter the name, initials, and other information for each timekeeper associated with the firm. Click Next to continue. The User and Admin Password window opens. 15. Enter the password for each timekeeper identified in the previous step, and for the administrator. Click Next to continue. The Front Office Options window opens LexisNexis All rights reserved. 77

Click Yes to return to the Front Office Options window and change the Universal Naming

78 16. Select the boxes in the Front Office Options window that are applicable to the firm. Click Next to continue. A PCLaw advisory window opens. 17. Click Yes to return to the Front Office Options window and change the Universal Naming Convention (UNC) path now. If you click No to change the path at a later time, the Ready to Prepare window opens LexisNexis All rights reserved. 78

79 18. Click Finish to complete the PCLaw initialization process. PCLaw will verify the Database. It will then write the necessary information to the Book. When it is done, the Register Software window opens LexisNexis All rights reserved. 79

80 19. Click Skip to complete the registration process at a later time. NOTE You have 30 days to register the PCLaw software if you choose to register your software if it has not already been registered. To request a registration code, please contact PCLaw support at (800) LexisNexis All rights reserved. 80

81 Installing and Enabling PCLaw Mobility Setting up PCLaw Mobility requires you to do the following: 1. Ensure that your firm has an active Annual Maintenance Plan (AMP). 2. Install the PCLaw Link as a Windows service. 3. Enable the Mobility feature for your entire firm. 4. Enable the Mobility feature for each PCLaw user who will use Mobility. 5. Download and install the LexisNexis Mobility Access Manager. 6. Ensure that user passwords meet the strong password requirements described in the PCLaw Help file. NOTE Users without a strong password will be prompted to change their password the first time they attempt to log in to the Mobility web site. 7. Provide users with the Mobility URL: LexisNexis All rights reserved. 81

Install the PCLaw Link as a Windows Service To use PCLaw Mobility, you must run a utility provided with PCLaw that installs PCLaw link components as Windows Services.

NOTE If the PCLaw database is not on the same machine where the LexisNexis Mobility Access Manager is being installed, PCLaw must be configured to access its database using a Universal Naming

82 Install the PCLaw Link as a Windows Service To use PCLaw Mobility, you must run a utility provided with PCLaw that installs PCLaw link components as Windows Services. The utility is available on the Windows Start menu. NOTE If the PCLaw database is not on the same machine where the LexisNexis Mobility Access Manager is being installed, PCLaw must be configured to access its database using a Universal Naming Convention (UNC) path. 1. On the Windows Start menu, go to Start > All Programs > LexisNexis > PCLaw > Utilities > Configure Link to Run as Windows Services. The Install PCLaw Link as Windows Services screen opens. 2. Enter the user name and password of an administrative user and click Configure. The Install PCLaw Link as Windows Services Complete screen opens. 3. Click Done LexisNexis All rights reserved. 82

Enable PCLaw Mobility for the firm The Mobility feature must be enabled for your entire firm and for each individual user. To enable Mobility for the firm: 1.

Select the Enable Advanced Securitycheckbox. Click OK. 4. Select Options > Connection Settingsfrom the main menu. The Connection Settings screen displays. 5.

83 Enable PCLaw Mobility for the firm The Mobility feature must be enabled for your entire firm and for each individual user. To enable Mobility for the firm: 1. Log in to PCLaw as a user with administrative rights. 2. Select Options > Administrator> Security Preferences from the main menu. The Security Preferences screen opens. 3. Select the Enable Advanced Securitycheckbox. Click OK. 4. Select Options > Connection Settingsfrom the main menu. The Connection Settings screen displays. 5. On the Connection Settings tab, select the following check boxes: Use This Set of Books when Connecting with Other Programs Store Password Use Mobility Feature 2017 LexisNexis All rights reserved. 83

Enable Mobility for an individual user 1. Log in to PCLaw as a user with administrative rights. 2. Select Options > Administrator> Security from the main menu. The Security Setup screen opens. 3.

5. Select the Enable access to mobility featurecheck box. 6. In the Default Lawyer field, use the drop-down arrow to select a lawyer to associate with the user. 7.

85 Enable Mobility for an individual user 1. Log in to PCLaw as a user with administrative rights. 2. Select Options > Administrator> Security from the main menu. The Security Setup screen opens. 3. On the Users tab, select a user in the list box on the left. 4. In the field, type an address for the user. The user will have to have an address when signing in to PCLaw Mobility. 5. Select the Enable access to mobility featurecheck box. 6. In the Default Lawyer field, use the drop-down arrow to select a lawyer to associate with the user. 7. Assign the user to an available group. 8. Repeat steps 3 through 7 for each user for whom you want to enable Mobility. 9. Click OK. 10. Provide each Mobility user added with the Mobility URL: LexisNexis All rights reserved. 85

86 Download and Install the LexisNexis Mobility Access Manager To obtain the latest version of PCLaw Mobility, you must successfully install the latest version of LexisNexis Mobility Access Manager using the following procedure. NOTE Install LexisNexis Mobility Access Manager on the same PC as the PCLaw Link Services. 1. Open a web browser and go to The PCLaw Downloads page opens. 2. Select PCLaw Version XX.X (where XX,X equals the version) from the drop-down list and click Go. The LexisNexis PCLaw Software License Agreement page. 3. Enter your firm's information in all required boxes marked with an asterisk. 4. Click I have read and agree with the End-User License Agreement. The LexisNexis Available Downloads page displays. 5. Click download under the action column to download the latest version of the LexisNexis Mobility Access Manager. 6. Click Save to save the file to your desktop. 7. Double-click the setup.exe file on your desktop and click Run to run the installer. NOTE If Microsoft.NET 4.0 is not detected on your computer, the installer downloads and installs it. The LexisNexis Mobility Access Manager - InstallShield Wizard window displays LexisNexis All rights reserved. 86

Click Finish on the InstallShield Wizard completed screen. Please wait for the Welcome screen to display. 13.

87 8. Click Next on the Welcome screen to install the latest version of the LexisNexis Common API. The End User License Agreement screen displays. 9. Select I accept the terms in the license agreement. 10. Click Install to continue. 11. Please wait while the program is installed. This may take several minutes. 12. Click Finish on the InstallShield Wizard completed screen. Please wait for the Welcome screen to display. 13. (PCLaw Users Only:) Click PCLaw Configuration Instructions for items that must be completed prior to completing this installation. The PCLaw Mobility Setup Instructions are displayed. 14. Click Next on the Welcome screen after all prerequisite items are done LexisNexis All rights reserved. 87

The License Agreement screen displays. 15. Select I accept the terms in the license agreement. 16. Click Next to continue. The Installation Settings screen displays. 17.

88 The License Agreement screen displays. 15. Select I accept the terms in the license agreement. 16. Click Next to continue. The Installation Settings screen displays. 17. Enter the address and confirmation that will be used to received update notifications and other messages. 18. Click Next. The SMTP Settings screen displays. 19. Perform one of the following: Click Skip this Step if you will not be using the capabilities, or if you would like to enter this information at a later time. - or - In the SMTP Server and Send messages from boxes, enter the applicable data. CAUTION Do not use special characters in the name such as a hyphen, etc. (i.e., SMTP- Server.nc.rr.com), otherwise, the name will not be recognized as a valid server name. (Optional:) Enter the user name and password for the address entered in the previous step LexisNexis All rights reserved. 88

(Optional:) Click Test Settings to confirm your entries. 20. Click Next on the SMTP Email Settings screen to continue.

After all new features have installed, the Additional Steps screen displays. 23.

89 (Optional:) Click Test Settings to confirm your entries. 20. Click Next on the SMTP Settings screen to continue. The Confirm Installation screen displays. 21. Click Install. The Installing LexisNexis Mobility Access Manager screen displays. 22. After all new features have installed, the Additional Steps screen displays. 23. Click Finish and View Instructions to view the additional setup requirements. The Mobility Setup Instructions displays. 24. Complete the steps outlined in the instructions as applicable LexisNexis All rights reserved. 89

90 Update and upgrade LexisNexis PCLaw This section provides you with information and procedures needed to update and/ or upgrade your PCLaw software to the latest version. Please refer to the Configure update settings and/ or LexisNexis PCLaw manual updates sections for detailed procedures. An update installs the new features and fixes associated with a new release. An error message will appear if it is not possible to update from the current version to the Updated version. To obtain the best performance from PCLaw, ensure it is updated to the latest version. You can have PCLaw do this automatically on a set schedule, or you can update manually. When updating your PCLaw application, be sure the following conditions are met: All users are logged out of PCLaw. All other applications are closed. A complete backup of PCLaw has been made and stored on another machine or separate media. NOTE You must have Administrator access to perform updates LexisNexis All rights reserved. 90

Configure update settings To configure your PCLaw application update settings and to enable automatic updates, follow the instructions below: 1.

91 Configure update settings To configure your PCLaw application update settings and to enable automatic updates, follow the instructions below: 1. Select Options > Administrator > Update Settings from the main menu to bring up the Update Settings screen. 2. Select the appropriate method of updating from the selections described below. Check for updates weekly: PCLaw will check for updates once a week and will automatically install any found. This is the default setting. Check for updates weekly, but ask me first. : PCLaw will check for updates weekly, but will not apply them without prompting. Do not check for updates on this machine. : No updates will occur. Do not check for updates on any machine. : No updates on any machine running PCLaw with a shared database. 3. Click the OK button to confirm the update method. The Updates Settings screen will close LexisNexis All rights reserved. 91

LexisNexis PCLaw manual updates To manually update LexisNexis PCLaw, perform the following: 1. Open the PCLaw application. 2. Select Help > My Account > Check for Updates... from the main menu.

The web based update engine checks your currently installed version of PCLaw and displays available updates NOTE Your browser may need to install an Active X control to allow the update engine to

92 LexisNexis PCLaw manual updates To manually update LexisNexis PCLaw, perform the following: 1. Open the PCLaw application. 2. Select Help > My Account > Check for Updates... from the main menu. The PCLaw Live Update screen opens. 3. Click the Start Check for Updates link. The web based update engine checks your currently installed version of PCLaw and displays available updates NOTE Your browser may need to install an Active X control to allow the update engine to search your version of PCLaw. At the top of the web page will be installation instructions. 4. Perform one of the following: If there are updates available, follow the instructions provided on the PCLaw Live Update screen. - or - If there are no updates (No updates available at this time), the web page will state there are none to download. Close the web browser to finish LexisNexis All rights reserved. 92

Upgrade LexisNexis Mobility Access Manager To successfully upgrade to the latest version of PCLaw Mobility, you must install the latest version of LexisNexis Mobility Access Manager using the

com/techpage, the PCLaw download page. 2. Select PCLaw Version XX.X (where XX.X equals the latest version) from the drop-down list and click Go. The LexisNexis PCLaw Software License Agreement page.

93 Upgrade LexisNexis Mobility Access Manager To successfully upgrade to the latest version of PCLaw Mobility, you must install the latest version of LexisNexis Mobility Access Manager using the following procedure. NOTE Install LexisNexis Mobility Access Manager on the same PC as the PCLaw Link Services. 1. Open a web browser and go to the PCLaw download page. 2. Select PCLaw Version XX.X (where XX.X equals the latest version) from the drop-down list and click Go. The LexisNexis PCLaw Software License Agreement page. 3. Enter your firm's information in all required boxes marked with an asterisk. 4. Click I have read and agree with the End-User License Agreement. The LexisNexis Available Downloads page displays. 5. Click download under the action column to download the latest version of the LexisNexis Mobility Access Manager. 6. Click Save to save the file to your desktop. 7. Double-click the setup.exe file on your desktop and click Run to run the installer. NOTE If Microsoft.NET 4.0 is not detected on your computer, the installer downloads and installs it. The LexisNexis Mobility Access Manager - InstallShield Wizard window opens LexisNexis All rights reserved. 93

10. Click OK in the LexisNexis Common API window to continue. 11.

94 8. Click Next in the Welcome window to upgrade to the latest version of the LexisNexis Common API. 9. Click Next to continue. The Upgrading LexisNexis Common API window opens. Please wait, this may take several minutes. 10. Click OK in the LexisNexis Common API window to continue. 11. Click Finish in the InstallShield Wizard Completed window. Please wait. 12. Click Next in the Welcome window. The Address window opens LexisNexis All rights reserved. 94

13. In the Enter Email Address box, enter the email address of the person to notified when updates are available. 14.

Perform one of the following: Click Skip this Step if you will not be using the email capabilities, or if you would like to enter this information at a later time.

95 13. In the Enter Address box, enter the address of the person to notified when updates are available. 14. In the Confirm Address box, re-enter the address of the person to notified when updates are available. 15. Click Next. The SMTP Settings window opens. 16. Perform one of the following: Click Skip this Step if you will not be using the capabilities, or if you would like to enter this information at a later time. - or - In the SMTP Server and Send messages from boxes, enter the applicable data. CAUTION Do not use special characters in the name such as a hyphen, etc. (i.e., SMTP- Server.nc.rr.com), otherwise, the name will not be recognized as a valid server name. (Optional) Enter the user name and password for the address entered in the previous step. (Optional) Click Test Settings to confirm your entries. 17. Click Upgrade. The Upgrade LexisNexis Mobility Access Manager window opens. 18. After all new features have installed, the Additional Steps window opens LexisNexis All rights reserved. 95

96 19. Click Finish and View Instructions to view the additional setup requirements. The Mobility Setup Instructions display. 20. Complete the steps outlined in the instructions as applicable to finalize your installation and setup LexisNexis All rights reserved. 96

PCLaw Installation and Upgrade Guide

PCLaw Installation and Upgrade Guide Version 14.1 2015 LexisNexis. All rights reserved. Copyright and trademark LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier